Patient Audit - Event Summary Cards

Modified on Mon, Apr 28 at 4:07 PM

Event Summary Card Overview 

The Audit Table is comprised of Event Summary Cards (i.e., cards) that contain extensive information pertaining to events that have occurred at your facility. One card represents an event and can be displayed in one or two ways: closed or open. Click anywhere on a card to open the event summary and get a more detailed view of the event. To close a card, simply re-click the card, select the blue "X" in the upper-right corner, or select the Close Card icon in the bottom-left corner.

Every card is assigned an Event Summary ID (ES ID) number. This number is unique and is displayed in the top-left corner of every card. This distinction makes it easy for you to search for specific events when utilizing the Audit Table's search filter. 

Closed Event Summary Cards

Cards are defaulted to display closed. On the right side of the card, you will find the following: 

  • Event Summar (ES ID) number - this is unique to the selected event summary card 
  • Status icon - this triggers the Edit Event Summary screen and allows you to update the status
  • Assign icon - this allows you to assign the event to a specific user(s)

On the left side of the card, you will find the following:

  • Notes Icon - this icon will appear dark blue if notes were added to the event summary card, if not, it'll appear light blue
  • Patient Name and Patient Identifiers  
  • Date of the Event
  • Name of the Department(s) Involved
  •  Status icon
  • Assign icon
  • Email Event Summary Icon - allows users to email a copy of the data within the event summary card | learn more here
  • Related Events icon
  • Event Editor icon

Closed cards also display:

  • Drug name
  • Drug events (dispense, admin, waste, return, missing)
  • Order Name/Number
Pro tip!

If the transaction-level documentation crosses multiple departments or areas, the Department field will populate with Multiple Departments. To view the specific departments within the event summary, hover your mouse over the Department field or open the card to show the detailed user events. When filtering for specific departments, any event summaries with multiple departments will be displayed.

Open Event Summary Cards

When an event summary card is open, you can see the same information that was available within a closed card along with additional information. For instance, you'll notice three additional tabs that will allow you to dive deeper into the details surrounding the event. 

  • Events tab
  • IRIS tab
  • Notes tab 

Events Tab

The Events tab displays all transactions from the eMAR and the ADC source files related to the specific patient-medication combination selected. For nurse-managed care areas, the order information is included if it was present in the source systems record. Override transactions display with a null Order value. In the perioperative space, the Order column will always be null.

IRIS Tab

You can view the IRIS scores for all users associated with the event summary. From the IRIS tab, you can Open a Case, Run a Report on a provider, or Go to the IRIS Dashboard for more information.

Notes Tab

You can view notes for the event summary in the Notes tab. Notes are always organized from newest to oldest. 

Step-by-Step Instructions: 

  1. Navigate to the Audit Table
  2. Expand the desired event summary card.
  3. Navigate to the Notes tab.
  4. Select the Add Note button.
  5. Enter your note in the text box. 
  6. Select the Save Note button.

To expand the Note field, click the dashes in the bottom, right-hand corner and drag down.

Character Limit?

There isn’t a character limit for notes. However, only 250 characters are displayed when reviewing notes. 

Best Practice Tip


When viewing the audit table there will be negative variances or positive variances. Negative variances show medications that are missing. Positive variances can be caused by missing dispenses, wasted, or returned items that are greater than the number of doses dispensed or administering more than dispensed. Each of these variances should be thoroughly reviewed before closing. When reviewing a variance, it’s important to provide complete, succinct documentation regarding your work on the variance.

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